Insightly is a Solid!
March 10, 2023

Insightly is a Solid!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use it as our database for customers, prospects and for records of deliverables with the media outlets. All employeess track and record activities and we use this for marketing outreach as well. This allows our teams to collaborate and share information among departments. It also has been customized for our industry and and streamlines our processes.

Pros

  • Storage of records for clients and projects
  • Streamlines communications between departments
  • Allows for fast emails and mass communications

Cons

  • More flexibility on pull down descriptions
  • Interfacing with Google better, especially emails
  • Search more intuitive
  • Allows a larger capacity of stored and shared data
  • Able to accommodate a large number of users
  • Helped track leads to convert more easily to sales
Our staff gets regular training and has been able to use Insightly easily. The support at Insightly is also willing to jump on a call and do training whenever we have requested. Overall, this works for our sales staff and our media staff for production. We also love that reports can be customized for multiple uses for all our departments.
Our organization has been able to have less meetings, spend less time tracking down details and has been able to share information between departments with ease using Insightly. We have set up customized reports that summarize the work each person does and then we turn around and present to the client. We consistently capture and pull the same data from each work project and can see nice reports individually or collectively.
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well.

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Insightly works well for long term use, to maintain records, conversations and schedule tasks. It it reassuring to know all data is stored and backed up. It is extremely valuable to our sales team as well as our production team. I also love how it connects information to the web on additional information on media contact that we have entered, allowing us to easily look more information.

Insightly Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
8
Interaction tracking
9
Customer Service & Support ()
Not Rated
8.0
Lead management
8
Email marketing
8
7.5
Task management
7
Reporting
8
8.0
Pipeline visualization
8
Customizable reports
8
9.0
Custom fields
9
Custom objects
9
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

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